College Student Loans are Limited for Students from Working Wealthy Households

College Student Loans are Limited for Students from Working Wealthy Households

By wfalwadmin

Scholarships, gifts from relatives, and the tooth fairy are not reliable college funding sources.  And it may come as a…

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Take Advantage of Tax Deductions and Credits Available for College Expenses

Take Advantage of Tax Deductions and Credits Available for College Expenses

By wfalwadmin

The chart Tax Credits and Deductions summarizes and simplifies the very complex tax credits and deductions available for various college…

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Two For One

Two For One

By wfalwadmin

I recently attended an investment conference in Chicago and Laura attended a financial planning conference in Salt Lake City. One…

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Why Roth IRAs Are Still Red-Hot

Why Roth IRAs Are Still Red-Hot

By wfalwadmin

What's the next big thing in financial planning? It's actually something that has been around for years: the Roth IRA.…

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Review Beneficiary Designations

Review Beneficiary Designations

By wfalwadmin

Planning for the various estate transfer options available and protecting against potential pitfalls can be overwhelming for many people. One…

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Key Aspects Of Key-Person Insurance

Key Aspects Of Key-Person Insurance

By wfalwadmin

Life insurance is a crucial part of most personal estate plans, but it also could be very important for your…

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IRS Announces 2015 Pension Plan Limitations

IRS Announces 2015 Pension Plan Limitations

By wfalwadmin

The IRS has announced cost-of-living adjustments that will affect dollar limitations for retirement plans in the tax year 2015. Highlights…

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Keeping A 529 Plan Rolling Along

Keeping A 529 Plan Rolling Along

By wfalwadmin

If you were thinking ahead, you may have set up a tax-advantaged Section 529 plan for your first child at…

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A Social Security Benefit Calculator? It's Not Foolproof

A Social Security Benefit Calculator? It's Not Foolproof

By wfalwadmin

One critical financial decision for soon-to-be retirees is when to begin collecting Social Security benefits. Putting aside other concerns—such as…

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WEST FINANCIAL ADVISORS LLC.

Grow And Protect Your Wealth With Objective Advice

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As an independent wealth management firm, West Financial Advisors offers you personalized financial planning services based on your life goals and guided by your best interests.

Our mission is to help you grow and protect the assets you’ve worked hard to earn and build. We put our experience to work for you by:

  • Taking the time to understand your needs and aspirations.
  • Creating a comprehensive financial plan that addresses retirement income, investment management, estate planning, and other concerns.
  • Monitoring your investments and your overall plan objectives.
  • Staying in contact with you on a regular basis.

Attaining financial security is a marathon, not a sprint. Let West Financial Advisors be your trusted partner for the long term. As a Registered Investment Advisor, we offer objective advice on a fee-only basis, free from sales quotas and commissions.

We also help companies that offer retirement plans to their employees. We design and administer closely held business retirement plans with services covering employee benefits, executive compensation and benefits, stock options, restricted stock, and pension analysis.

 

 

 


College Funding for Working Wealthy
The purpose of this report is to inform “Working Wealthy” households (+$100,000 annual income) of key concepts related to planning for post-secondary education funding.  This paper includes information about the cost of college, funding sources, and strategies to help you get ready for it. Click here to receive a free copy of our report so you can start planning for college today!

 

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